Murphy Pohlad Asset Management LLC
EDEN PRAIRIE MN · SEC CIK 0001569148
$2.79亿2026Q1 申报市值
134持仓数
26.2%前十大占比 · 第一大 3.3%
11 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VSNT 新建仓+$333.26万
IQV 新建仓+$165.03万
CNQ 新建仓+$163.50万
VUG 新建仓+$55.69万
FISV 加仓+$55.52万
2026Q1 卖出最多 按季末市值估算
CCJ 减仓-$77.71万
AEM 减仓-$75.91万
INTC 减仓-$61.70万
KMB 减仓-$59.81万
CELC 减仓-$53.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $932.47万 | 3.34% | 45,939 | -3,740 | -7.5% | -$75.91万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $931.63万 | 3.34% | 31,940 | -655 | -2.0% | -$19.11万 | 减仓 |
| COP | CONOCOPHILLIPS | $903.20万 | 3.24% | 68,424 | -170 | -0.2% | -$2.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $806.30万 | 2.89% | 16,826 | -166 | -1.0% | -$7.95万 | 减仓 |
| AGI | ALAMOS GOLD INC | $663.34万 | 2.38% | 149,300 | -1,140 | -0.8% | -$5.07万 | 减仓 |
| SLB | SLB LIMITED | $651.88万 | 2.34% | 126,849 | 2,050 | 1.6% | $10.53万 | 加仓 |
| CCJ | CAMECO CORP | $630.37万 | 2.26% | 58,040 | -7,155 | -11.0% | -$77.71万 | 减仓 |
| CTVA | CORTEVA INC | $626.21万 | 2.24% | 74,807 | -110 | -0.1% | -$9,208 | 减仓 |
| APA | APA CORPORATION | $597.06万 | 2.14% | 140,683 | 4,050 | 3.0% | $17.19万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $580.48万 | 2.08% | 115,357 | 1,820 | 1.6% | $9.16万 | 加仓 |
| MDT | MEDTRONIC PLC | $573.77万 | 2.06% | 66,217 | -627 | -0.9% | -$5.43万 | 减仓 |
| INTC | INTEL CORP | $569.84万 | 2.04% | 129,127 | -13,982 | -9.8% | -$61.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $534.44万 | 1.92% | 25,831 | 37 | 0.1% | $7,655 | 加仓 |
| UNP | UNION PAC CORP | $506.78万 | 1.82% | 20,888 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $490.78万 | 1.76% | 63,253 | -55 | -0.1% | -$4,267 | 减仓 |
| VFC | V F CORP | $470.87万 | 1.69% | 277,145 | -2,000 | -0.7% | -$3.40万 | 减仓 |
| EMR | EMERSON ELEC CO | $468.99万 | 1.68% | 35,795 | -245 | -0.7% | -$3.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $460.48万 | 1.65% | 31,880 | -1,505 | -4.5% | -$21.74万 | 减仓 |
| FLS | FLOWSERVE CORP | $458.54万 | 1.64% | 62,378 | -1,200 | -1.9% | -$8.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $453.29万 | 1.62% | 46,075 | -1,250 | -2.6% | -$12.30万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $447.35万 | 1.60% | 13,034 | -78 | -0.6% | -$2.68万 | 减仓 |
| NTR | NUTRIEN LTD | $446.91万 | 1.60% | 59,225 | -150 | -0.3% | -$1.13万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $444.58万 | 1.59% | 37,476 | -1,439 | -3.7% | -$17.07万 | 减仓 |
| ALV | AUTOLIV INC | $429.95万 | 1.54% | 40,885 | -200 | -0.5% | -$2.10万 | 减仓 |
| GOOG | ALPHABET INC | $428.11万 | 1.53% | 14,924 | -465 | -3.0% | -$13.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $415.11万 | 1.49% | 11,214 | 30 | 0.3% | $1.11万 | 加仓 |
| C | CITIGROUP INC | $409.95万 | 1.47% | 36,148 | -496 | -1.4% | -$5.63万 | 减仓 |
| CMI | CUMMINS INC | $402.76万 | 1.44% | 7,486 | 95 | 1.3% | $5.11万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $396.81万 | 1.42% | 52,732 | 580 | 1.1% | $4.36万 | 加仓 |
| AAPL | APPLE INC | $393.22万 | 1.41% | 15,494 | -60 | -0.4% | -$1.52万 | 减仓 |
| KIM | KIMCO REALTY CORP | $386.93万 | 1.39% | 172,197 | -3,200 | -1.8% | -$7.19万 | 减仓 |
| FHI | FEDERATED HERMES INC | $382.49万 | 1.37% | 67,446 | -150 | -0.2% | -$8,506 | 减仓 |
| PEP | PEPSICO INC | $355.72万 | 1.28% | 22,907 | 39 | 0.2% | $6,056 | 加仓 |
| AMRZ | AMRIZE LTD | $333.38万 | 1.19% | 59,510 | 2,670 | 4.7% | $14.96万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $333.26万 | 1.19% | 90,022 | 90,022 | — | $333.26万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $332.19万 | 1.19% | 13,589 | -205 | -1.5% | -$5.01万 | 减仓 |
| TGT | TARGET CORP | $325.66万 | 1.17% | 26,870 | 415 | 1.6% | $5.03万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $313.81万 | 1.12% | 10,795 | -75 | -0.7% | -$2.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $299.11万 | 1.07% | 10,422 | -78 | -0.7% | -$2.24万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $272.04万 | 0.98% | 37,905 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $271.04万 | 0.97% | 3,508 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $257.66万 | 0.92% | 23,471 | 150 | 0.6% | $1.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $247.50万 | 0.89% | 11,894 | -200 | -1.7% | -$4.16万 | 减仓 |
| MAC | MACERICH CO | $246.38万 | 0.88% | 130,360 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $246.16万 | 0.88% | 11,649 | -56 | -0.5% | -$1.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $246.10万 | 0.88% | 85,720 | 1,630 | 1.9% | $4.68万 | 加仓 |
| MRK | MERCK & CO INC | $204.77万 | 0.73% | 17,023 | 195 | 1.2% | $2.35万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $204.33万 | 0.73% | 7,850 | -85 | -1.1% | -$2.21万 | 减仓 |
| FISV | FISERV INC | $193.92万 | 0.70% | 34,753 | 9,950 | 40.1% | $55.52万 | 加仓 |
| CNX | CNX RES CORP | $187.64万 | 0.67% | 48,675 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $184.46万 | 0.66% | 7,807 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $175.57万 | 0.63% | 14,127 | -560 | -3.8% | -$6.96万 | 减仓 |
| IQV | IQVIA HLDGS INC | $165.03万 | 0.59% | 9,677 | 9,677 | — | $165.03万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $164.23万 | 0.59% | 19,269 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $163.50万 | 0.59% | 33,552 | 33,552 | — | $163.50万 | 新建仓 |
| PFE | PFIZER INC | $162.69万 | 0.58% | 57,937 | -4,858 | -7.7% | -$13.64万 | 减仓 |
| DIS | DISNEY WALT CO | $154.15万 | 0.55% | 15,994 | -315 | -1.9% | -$3.04万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $145.79万 | 0.52% | 15,112 | -6,200 | -29.1% | -$59.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $142.87万 | 0.51% | 5,280 | -235 | -4.3% | -$6.36万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $133.81万 | 0.48% | 23,215 | 495 | 2.2% | $2.85万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $131.14万 | 0.47% | 10,100 | 1,300 | 14.8% | $16.88万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $126.18万 | 0.45% | 2,567 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $121.83万 | 0.44% | 144,180 | -3,000 | -2.0% | -$2.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $117.70万 | 0.42% | 5,999 | 1,802 | 42.9% | $35.36万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $114.37万 | 0.41% | 6,887 | 87 | 1.3% | $1.44万 | 加仓 |
| BAC | BANK AMERICA CORP | $113.64万 | 0.41% | 23,311 | -6,984 | -23.1% | -$34.05万 | 减仓 |
| TJX | TJX COS INC NEW | $111.60万 | 0.40% | 6,988 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $105.49万 | 0.38% | 13,871 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $103.79万 | 0.37% | 13,037 | -171 | -1.3% | -$1.36万 | 减仓 |
| INGR | INGREDION INC | $93.96万 | 0.34% | 8,340 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $90.16万 | 0.32% | 53,666 | 22,560 | 72.5% | $37.90万 | 加仓 |
| GOOGL | ALPHABET INC | $89.80万 | 0.32% | 3,123 | -400 | -11.4% | -$11.50万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $88.23万 | 0.32% | 7,225 | 940 | 15.0% | $11.48万 | 加仓 |
| THO | THOR INDS INC | $87.50万 | 0.31% | 10,952 | -100 | -0.9% | -$7,989 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.45万 | 0.31% | 22,504 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $84.79万 | 0.30% | 7,690 | 1,660 | 27.5% | $18.30万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $83.73万 | 0.30% | 11,149 | 846 | 8.2% | $6.35万 | 加仓 |
| GIS | GENERAL MILLS INC | $80.89万 | 0.29% | 21,732 | -3,855 | -15.1% | -$14.35万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $80.57万 | 0.29% | 4,645 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $79.04万 | 0.28% | 3,634 | -215 | -5.6% | -$4.68万 | 减仓 |
| HD | HOME DEPOT INC | $75.58万 | 0.27% | 2,298 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $73.54万 | 0.26% | 2,500 | -65 | -2.5% | -$1.91万 | 减仓 |
| — | EXXON MOBIL CORP | $72.94万 | 0.26% | 4,299 | -138 | -3.1% | -$2.34万 | 减仓 |
| MOS | MOSAIC CO | $72.87万 | 0.26% | 28,575 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $71.68万 | 0.26% | 4,110 | -600 | -12.7% | -$10.46万 | 减仓 |
| WRB | BERKLEY W R CORP | $69.34万 | 0.25% | 10,462 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $62.31万 | 0.22% | 1,031 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $61.17万 | 0.22% | 11,160 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $57.62万 | 0.21% | 4,549 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $56.88万 | 0.20% | 3,086 | 1,138 | 58.4% | $20.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.51万 | 0.20% | 11,256 | 521 | 4.9% | $2.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $55.69万 | 0.20% | 1,275 | 1,275 | — | $55.69万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.97万 | 0.20% | 1,319 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $50.26万 | 0.18% | 75,800 | -5,000 | -6.2% | -$3.31万 | 减仓 |
| WY | WEYERHAEUSER CO | $49.08万 | 0.18% | 20,090 | 2,100 | 11.7% | $5.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.17万 | 0.17% | 1,380 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $44.22万 | 0.16% | 6,803 | -1,797 | -20.9% | -$11.68万 | 减仓 |
| RRC | RANGE RES CORP | $43.91万 | 0.16% | 9,720 | 9,720 | — | $43.91万 | 新建仓 |
| TTC | TORO CO | $43.75万 | 0.16% | 4,682 | -700 | -13.0% | -$6.54万 | 减仓 |